What Is This Section?

The Customer 360 section gives you a comprehensive view of customer behaviour.

You can use the data in this section to analyse weekly and monthly trends, regular pickup/drop-off locations, booking patterns, statuses, types, service levels, and time-of-use.

Getting Started

On the 365 Portal, select the Analytics tile. Navigate to Customers > Customer 360.

How It Works

Your data is automatically imported and updated in Analytics, where you can explore it using built-in filters for a more targeted view. You also have the option to export your visualised data in Excel format, enabling deeper analysis and easier sharing with others.

Filter Button () - Click the Filter icon to open it. After adjusting the filter, click anywhere on the page to close the window.

You can filter your data by:

• Company - Choose a company to filter your data (applicable in a multi-company system).
• Phone Number - Input a customer's phone number to view their particular Customer 360 data.

Focus Mode () - Hover over the different graphics and use this button to enlarge the report visual to see more detail. 

You cannot filter your data whilst in focus mode; your existing filter will remain until changed. Your current filters remain active while you are in focus mode. To change your filters, click 'Back to report,' make your adjustments, and then return to focus mode.

Exporting Data

To export your data:

1. Hover over a visual to export.
2. Click the Three Dots ( ... ) icon in the top-right corner.
   

   

   Note: Depending on the visual you are exporting will determine whether you can choose the type of format it is exported in.
   

   
   

   Tables can be exported as 'Data with current layout' and 'Summarised data'.

   
   

   Visualised data such as graphs can only be exported as 'Summarised data'.

   
   

   If exporting as 'Summarised data', you can use the File Format dropdown to select whether to export as .xlsx or csv.
   
3. Press the Export button.
4. Your file will then begin downloading. Once downloaded, you can open your file from your file explorer.